A Legacy of Trust:
30 Years and Counting

30 Years of Trust, Relationships & Legacy

Since 1993, Caldwell Trust Company has been built on a simple but enduring foundation: trust, integrity, and a genuine commitment to the people and communities we serve.

What began more than three decades ago has grown into a legacy shaped by generations of clients, dedicated team members, lasting relationships, and a shared belief in doing what’s right for the people we serve. Along the way, we’ve celebrated milestones, embraced change, welcomed new opportunities, and grown as a company—while remaining grounded in the values that have guided us from the beginning.

As we reflect on our roots in 1993 and the journey that followed, we’re grateful for everyone who has played a part in the Caldwell Trust story. Most of all, we’re grateful for the trust our clients, families, and communities have placed in us throughout the years.

Today, more than three decades later, our purpose remains unchanged: to serve our clients with integrity, excellence, and a long-term perspective—helping them protect what they’ve built, pursue what matters most, and create a lasting legacy for the future.

This is a look back at the people, moments, milestones, and ideas that have shaped Caldwell Trust Company—and a celebration of the relationships that continue to shape where we’re going.

Here’s to where we’ve been, the people who helped us get here, and the future we’re building together.

Wealth, Legacy, and Over Three Decades of Excellence — The Way It’s Meant to Be